even clients under $30 million could face a surprise tax hit in 2026—here’s how to protect them.
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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间
as the 2026 sunset of the tax cuts and jobs act looms, one of the least discussed yet most consequential shifts in tax policy is about to hit: the estate tax exemption is set to be cut in half. for high-net-worth individuals—and the cpas who advise them—the clock is ticking.
on the latest episode of the concierge cpa, host jackie meyer welcomes justin baker, general counsel at baker wealth strategies, to explain how the looming estate tax changes present both a threat and an opportunity. “if congress does nothing, the current $14 million per-person exemption drops to around $7 million,” baker warns. “for married couples, that’s a potential $14 million reduction in tax-free estate value—and a real risk of a 40% tax on anything above that.”
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